Pathstone Holdings, LLC

Position in EPR — Epr Properties

CIK 2011612 ENGLEWOOD, NJ

Position in EPR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,014,768

+$125,181 QoQ

Shares Held

17,493

-1.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#185

of 484 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Real Estate · as of Jun 30, 2026

Pathstone Holdings, LLC holds $52,808,214 across 12 REIT - Specialty names. EPR ranks #9 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	90,324	$14,774,295
2	EQIX	Equinix Inc	13,005	$13,556,281
3	DLR	Digital Realty Trust, Inc.	51,917	$9,323,254
4	IRM	Iron Mountain Inc	38,410	$4,851,565
5	GLPI	Gaming & Leisure Properties, Inc.	52,032	$2,316,984
6	CCI	Crown Castle Inc.	28,629	$2,168,073
7	LAMR	Lamar Advertising Co/New	11,326	$1,766,628
8	WY	Weyerhaeuser Co	65,086	$1,558,157

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,014,768	17,493	-1.8%	Shares	Defined	2026-08-13
2026-03-31	$889,587	17,806	-34.5%	Shares	Defined	2026-05-11
2025-12-31	$1,355,882	27,172	-9.7%	Shares	Sole	2026-02-13
2025-09-30	$1,745,520	30,090	-3.1%	Shares	Sole	2025-11-13
2025-06-30	$1,809,030	31,051	+5.6%	Shares	Defined	2025-08-12
2025-03-31	$1,547,574	29,416	+10.7%	Shares	Sole	2025-05-15
2024-12-31	$1,176,430	26,568	+55.2%	Shares	Defined	2025-02-14
2024-09-30	$839,466	17,118	+13.8%	Shares	Defined	2024-11-07
2024-06-30	$631,673	15,047	-2.5%	Shares	Defined	2024-08-14
2024-03-31	$655,215	15,435	+17.3%	Shares	Sole	2024-05-13
2023-12-31	$637,649	13,161	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.